Top-Performing Stock Mutual Funds: 3 & 5 Years - Brief Article

Kiplinger's Personal Finance Magazine, Sept, 1999

Aggressive growth--3 years

                                           ANNUALIZED TOTAL
                                           RETURN([dagger])

RANK/NAME                            1 YEAR   3 YEARS   5 YEARS

 1. Rydex OTC                        68.7%     59.8%     47.1%
 2. Janus Twenty(**)                 45.3      50.1      37.2
 3. MFS Strategic Growth A           28.1      49.0       --
 4. Delaware Aggressive Growth A     39.7      48.0      34.0
 5. Robertson Stephens Emerg Gro A   68.5      45.7      32.7
 6. Janus Mercury                    61.1      42.8      34.2
 7. Rydex Nova                       23.7      42.7      34.9
 8. Berger New Generation            66.5      42.1       --
 9. Fidelity Aggressive Growth       54.5      41.9      33.9
10. Van Kampen Agg Growth A          53.8      41.2       --

                                       800
RANK/NAME                             NUMBER

 1. Rydex OTC                        820-0888
 2. Janus Twenty(**)                 525-8983
 3. MFS Strategic Growth A           225-2606
 4. Delaware Aggressive Growth A     523-1918
 5. Robertson Stephens Emerg Gro A   766-3863
 6. Janus Mercury                    525-8983
 7. Rydex Nova                       820-0888
 8. Berger New Generation            333-1001
 9. Fidelity Aggressive Growth       544-8888
10. Van Kampen Agg Growth A          421-5666
Long-term growth--3 years

                                            ANNUALIZED TOTAL
                                            RETURN([dagger])

RANK/NAME                             1 YEAR   3 YEARS   5 YEARS

 1. Legg Mason Value Primary          36.7%     48.7%     37.4%
 2. Reynolds Blue Chip Growth         38.9      44.9      34.8
 3. Weitz Hickory(**)                 15.2      43.8      33.5
 4. Mass. Inv Growth A                23.9      43.8      31.5
 5. Transamerica Premier Equity Inv   20.6      43.4       --
 6. Alliance Premier Growth A         26.2      43.1      33.3
 7. Janus Olympus                     50.6      42.7       --
 8. Pioneer Growth A                  16.1      42.2      32.6
 9. White Oak Growth                  33.2      42.0      38.1
10. Reynolds Opportunity              49.3      41.6      32.2

                                        800
RANK/NAME                              NUMBER

 1. Legg Mason Value Primary          822-5544
 2. Reynolds Blue Chip Growth         773-9665
 3. Weitz Hickory(**)                 232-4161
 4. Mass. Inv Growth A                637-2929
 5. Transamerica Premier Equity Inv   892-7587
 6. Alliance Premier Growth A         227-4618
 7. Janus Olympus                     525-8983
 8. Pioneer Growth A                  225-6292
 9. White Oak Growth                  932-7781
10. Reynolds Opportunity              773-9655
Growth & income--3 years

                                    ANNUALIZED TOTAL
                                    RETURN([dagger])

RANK/NAME                      1 YEAR   3 YEARS   5 YEARS

 1. IPS Millennium             59.6%     41.8%      --
 2. Janus Equity Income        35.9      39.5       --
 3. Janus Growth & Income      26.7      38.7      30.3%
 4. Golden Oak Growth A        31.8      37.6      25.3
 5. SSgA Growth & Income       25.1      36.0      27.5
 6. Domini Social Equity       23.2      35.9      28.6
 7. Green Century              22.5      35.3       --
 8. Strong Growth & Income     23.6      35.3       --
 9. PIMCO Core Equity
    Instl([sections])          23.9      35.2       --
10. Invesco Blue Chip Growth   28.9      34.9      26.0

                                 800
RANK/NAME                       NUMBER

 1. IPS Millennium             232-9142
 2. Janus Equity Income        525-8983
 3. Janus Growth & Income      525-8983
 4. Golden Oak Growth A        545-6331
 5. SSgA Growth & Income       647-7327
 6. Domini Social Equity       762-6814
 7. Green Century              934-7336
 8. Strong Growth & Income     368-1030
 9. PIMCO Core Equity
    Instl([sections])          426-0107
10. Invesco Blue Chip Growth   525-8085
Aggressive growth--5 years

                                           ANNUALIZED TOTAL
                                           RETURN([dagger])

RANK/NAME                            1 YEAR    3 YEARS   5 YEARS

 1. Rydex OTC                         68.7%     59.8%     47.1%
 2. Alger Capital Appreciation B      35.1      33.6      37.6
 3. Janus Twenty(**)                  45.3      50.1      37.2
 4. Spectra Fund                      38.6      38.7      35.3
 5. Rydex Nova                        23.7      42.7      34.9
 6. Janus Mercury                     60.1      42.8      34.2
 7. Delaware Aggressive Growth A      39.7      48.0      34.0
 8. Fidelity Aggressive Growth        54.5      41.9      33.9
 9. Robertson Stephens Emerg Gro A    68.5      45.7      32.7
10. TIP Turner Small Cap Growth       19.9      23.5      32.0

                                       800
RANK/NAME                             NUMBER

 1. Rydex OTC                        820-0888
 2. Alger Capital Appreciation B     992-3863
 3. Janus Twenty(**)                 525-8983
 4. Spectra Fund                     711-6141
 5. Rydex Nova                       820-0888
 6. Janus Mercury                    525-8983
 7. Delaware Aggressive Growth A     523-1918
 8. Fidelity Aggressive Growth       544-8888
 9. Robertson Stephens Emerg Gro A   766-3863
10. TIP Turner Small Cap Growth      224-6312
Long-term growth--5 years

                                        ANNUALIZED TOTAL
                                        RETURN([dagger])

RANK/NAME                         1 YEAR    3 YEARS   5 YEARS

 1. White Oak Growth               33.2%     42.0%     38.1%
 2. Legg Mason Value Primary       36.7      48.7      37.4
 3. Fidelity New Millennium(**)    55.7      41.1      35.7
 4. Reynolds Blue Chip Growth      38.9      44.9      34.8
 5. Weitz Hickory(**)              15.2      43.8      33.5
 6. Alliance Premier Growth A      26.2      43.1      33.3
 7. Idex JCC Growth A              40.9      39.8      32.7
 8. Pioneer Growth A               16.1      42.2      32.6
 9. Vanguard Growth Index          27.8      39.0      32.4
10. Reynolds Opportunity           49.3      41.6      32.3

                                      800
RANK/NAME                           NUMBER

 1. White Oak Growth              462-5386(#)
 2. Legg Mason Value Primary      822-5544
 3. Fidelity New Millennium(**)   544-8888
 4. Reynolds Blue Chip Growth     773-9665
 5. Weitz Hickory(**)             232-4161
 6. Alliance Premier Growth A     227-4618
 7. Idex JCC Growth A             233-4339(#)
 8. Pioneer Growth A              225-6292
 9. Vanguard Growth Index         635-1511
10. Reynolds Opportunity          773-9665
Growth & income--5 years

                                             ANNUALIZED TOTAL
                                             RETURN([dagger])

RANK/NAME                              1 YEAR    3 YEARS   5 YEARS

 1. Janus Growth & Income               26.7%     38.7%     30.3%
 2. Trainer Wortham First Mutual        39.5      30.4      29.5
 3. Domini Social Equity                23.2      35.9      28.6
 4. Principal Preserv S&P 100 Plus A    27.4      34.3      28.4
 5. Alleghany Chicago Gro & Inc         24.0      33.3      28.4
 6. Smith Breeden US Equity Market +    19.9      32.6      28.2
 7. Vanguard 500 Index                  21.5      33.3      28.1
 8. S&P 500 Index (CCM Partners)        21.7      33.2      27.9
 9. Fidelity Spartan Total Mkt Index    21.3      33.1      27.9
10. BT 500 Index                        21.4      33.2      27.9

                                         800
RANK/NAME                               NUMBER

 1. Janus Growth & Income              525-8983
 2. Trainer Wortham First Mutual       257-4414
 3. Domini Social Equity               762-6814
 4. Principal Preserv S&P 100 Plus A   826-4600
 5. Alleghany Chicago Gro & Inc        992-8151
 6. Smith Breeden US Equity Market +   221-3138
 7. Vanguard 500 Index                 635-1511
 8. S&P 500 Index (CCM Partners)       225-8778
 9. Fidelity Spartan Total Mkt Index   544-8888
10. BT 500 Index                       730-1313